asset-allocation

What to do: That the economy will remain in low gear isn't reason to upend your long-term asset-allocation strategy.

CNN.com 2011

"You're not investing to maximize returns...you're maximizing the chance of being able to meet future income needs," says Christopher Jones , chief investment officer at Financial Engines, which provides asset-allocation services to 401k plans.

A Portfolio to Keep Income Flowing Tom Lauricella 2011

The latest Bank of America Merrill Lynch survey—which uses a synthetic asset-allocation benchmark of 60% global stocks, 30% global bonds and 10% cash—showed 27% of managers had their funds overweight stocks, still two percentage points above the historical average but far down from 41% in May and an all-time high of 67% in February.

'Hydra-Like' Woes Plague Investors David Cottle 2011

Given the funds' complexity, investors may want to make sure they are comfortable with the funds' asset-allocation strategies and how actively managed the funds will be, says Daniel Culloton , associate director of fund analysis at Morningstar.

Do 'Managed Payout' Funds Pay Off? Jane J. Kim 2011

"Not all of the pieces of your asset-allocation pie have to fit inside your retirement plan," says Stephanie Sherman , a certified financial planner in Whippany, N.J.

Getting the Most From a Lame 401(k) Retirement Plan Jack Hough 2011

He points out that the asset-allocation strategy was limited to U.S. investments and not global ones.

Does Total Freedom Boost Returns? Karen Damato 2012

Often 529 plans offer asset-allocation options based on the beneficiary's expected year of matriculation; that may not make sense for adults who aren't sure when they'll be heading back to school.

Not Just Kid Stuff: Why Mom Might Want a 529 Plan, Too Jaime Levy Pessin 2011

The latest Bank of America Merrill Lynch survey—which uses a synthetic asset-allocation benchmark of 60% global stocks, 30% global bonds and 10% cash—showed 27% of managers had their funds overweight stocks, still two percentage points above the historical average but far down from 41% in May and an all-time high of 67% in February.

'Hydra-Like' Woes Plague Investors David Cottle 2011

"The crisis is morphing into a perceived banking crisis in Europe, withknock-on effects in the U.S." said Amitabh Arora , head of asset-allocation strategy at Citigroup.

Treasury Yield Hits Record Low Cynthia Lin 2011

The latest Bank of America Merrill Lynch survey—which uses a synthetic asset-allocation benchmark of 60% global stocks, 30% global bonds and 10% cash—showed 27% of managers had their funds overweight stocks, still two percentage points above the historical average but far down from 41% in May and an all-time high of 67% in February.

'Hydra-Like' Woes Plague Investors David Cottle 2011